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Fidelity Balanced Income Priv Pool F5 (0P0000W23A)

Toronto

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9.890 +0.002 +0.02%

14/02 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 3.9B

Type: Fund

Market: Canada

Issuer: Fidelity Investments Canada ULC

Asset Class: Bond

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0P0000W23A Overview

Find basic information about the Fidelity Balanced Income Priv Pool F5 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000W23A MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change2.84%

Prev. Close9.889

Risk Rating

TTM Yield0.44%

ROE18.93%

IssuerFidelity Investments Canada ULC

Turnover13.63%

ROA7.50%

Inception DateOct 05, 2009

Total Assets3.9B

ExpensesN/A

Min. Investment150,000

Market Cap48.29B

CategoryCanadian Fixed Income Balanced

What is your sentiment on Fidelity Balanced Income Priv Pool F5?

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1027	1046	1154	1191	1317	1638
Fund Return	2.72%	4.63%	15.38%	6%	5.66%	5.06%
Place in category	2	12	12	10	9	6
% in Category	1	3	3	2	5	3

Top Bond Funds by Fidelity Investments Canada ULC

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Bal Incm Prv Pool Cl S8	3.9B	2.62	4.82	3.90
Fidelity Bal Incm Prv Pool Cl S5	3.9B	2.63	4.83	3.90
Fidelity Bal Incm Prv Pool Cl B	3.9B	2.62	4.81	3.89
Fidelity Bal Income Priv Pool F8	3.9B	2.72	5.99	5.06
Fidelity Bal Income Priv Pool F	3.9B	2.72	5.99	5.06

Top Funds for Canadian Fixed Income Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
RBC Sel Very Conserv Port Sr F	13.1B	1.49	2.82	3.71
Fidelity Bal Incm Prv Pool Cl S8	3.9B	2.62	4.82	3.90
Fidelity Bal Incm Prv Pool Cl S5	3.9B	2.63	4.83	3.90
Fidelity Bal Incm Prv Pool Cl B	3.9B	2.62	4.81	3.89
Fidelity Bal Income Priv Pool F8	3.9B	2.72	5.99	5.06

Top Holdings

Name	ISIN	Weight %	Last	Change %
iShares Short Treasury Bond ETF	-	3.53	-	-
Brookfield Canadian Private Re	-	2.93	-	-
iShares Core S&P 500 ETF	-	2.22	-	-
iShares Gold Trust	-	1.86	-	-
S&P TSX 60 Index Future Dec 24	-	1.23	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	BUY	Strong Buy
Summary	Strong Buy	Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Balanced.	9.890	+0.002	+0.02%